Step-by-Step Guide: Importing a spreadsheet by uploading a CSV File

1. Go to the Recipients tab.

2. Click on the Import button.

3. Next, click on the Upload from CSV button.

4. Click on the Choose File button and select a CSV file from your computer.

5. Click on the Submit button.

6. Upon clicking Submit, the spreadsheet will be displayed.

7. Click on the Import button to import the recipients.

8. After the import process is complete, the recipients will be successfully imported.

Note that any recipients that cannot be imported, usually due to missing required columns, will be displayed in red. You will have the option to download these so you can fix them at a later rime.